Plan Snapshot
- Plan Sponsor: John Youngblood Motors INC.
- Sponsor EIN: 431301826
- Sponsor Address: 3505 S. CAMPBELL, SPRINGFIELD, MO, 65807
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $917,583
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $917,583 | $3,402 | -$14,165 |
| 2023 | 113 | $2.1M | $62,382 | $263,767 |
| 2022 | 106 | $3.7M | $95,481 | $400,675 |
| 2021 | 74 | $4.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALIGN CPA SERVICES LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,383,908 | — | $46,441 | — | — |
| 2023 | $6,075 | — | — | — | — |
| 2022 | $6,325 | — | — | — | — |
| 2021 | $5,900 | — | — | — | — |